Communication

Automatically score and qualify new leads in Google Sheets with OpenAI

9 nodes 353 145 Automatic trigger
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Workflow Description

Automates lead qualification by sending new spreadsheet entries to OpenAI for intelligent analysis, scoring prospects on likelihood to convert and business fit. Results are recorded back in Sheets, enabling sales teams to prioritize high-value opportunities and eliminate manual review bottlenecks.

How it works

  1. 1.Monitor Google Sheets for new lead entries in real time
  2. 2.Extract lead data including name, email, company, and relevant details
  3. 3.Send prospect information to OpenAI for qualification analysis and scoring
  4. 4.Record qualification results and quality score back to the spreadsheet automatically

Use cases

  • Score and categorize inbound leads based on conversion probability and strategic fit
  • Reduce manual lead review time and focus sales efforts on ready prospects
  • Create a data-driven lead pipeline with AI-generated qualification insights

Requirements

  • Google Workspace account with edit access to Google Sheets
  • OpenAI API key with sufficient credits for continuous queries

Service Value

Ideal as a smart automation service combining integrations and AI to produce ready-to-use results.

Apps Used

Google Sheets OpenAI

Details

Trigger Automatic trigger
Nodes 9
Apps 2
Views 353
Downloads 145

How to Use

  1. 1.Click "Download Template"
  2. 2.Open your n8n dashboard
  3. 3.Go to Workflows > Import from File
  4. 4.Select downloaded file and configure credentials

Nodes Used (9)

Merge

Merge

#1

Sticky Note

Sticky Note

#2

Sticky Note1

Sticky Note

#3

Sticky Note2

Sticky Note

#4

Sticky Note3

Sticky Note

#5

Update lead status

Google Sheets

#6

Extract JSON reply

Set

#7

Qualify leads with GPT

OpenAI

#8

Check for new entries

Google Sheets Trigger

#9